About Brandon Roberts

Brandon Roberts has been a member since April 19th 2012, and has created 238 posts from scratch.

Brandon Roberts's Bio

Brandon Roberts's Websites

This Author's Website is

Brandon Roberts's Recent Articles

148 This Is How I Say I Love You–Now Get Out!


I guess we should’ve called this our “Thanksgiving Special” since we’ve decided to take the week off from producing an episode of the Financial Procast. So, here you go, it’s our Thanksgiving Special–filled with joy of course (sarcasm light is blinking).

Today’s episode may not be filled with all the joy of a Thanksgiving Day celebration with your favorite family members but I can assure you that this episode is not lacking turkeys.

In the financial services industry, we’ve turkeys a plenty.

Read More…

Top Whole Life Insurance Carriers for Cash Accumulation 2014 Edition

When considering the best whole life insurance for retirement savings or any other derivative dealing with cash balance focus (e.g. Bank on Yourself®/Infinite Banking®, collateral assignments, retirement income, etc.) it’s vital to pick a product and a carrier that can best accommodate this goal.

Whole life insurance can be an excellent choice for accumulating cash on a tax deferred and even tax free upon distribution strategy, but one small detail most insurance agents/brokers tend to forget to mention is the fact that not all whole life insurance contracts are created equally.

And since we spend a great deal more time than the average agent/broker planning, designing, and implementing policies for this very purpose, we’ve taken to rolling out a winners list each year based on our experience and knowledge of the industry’s offerings.

Read More…

147 The World’s Wealthiest Manicurist


Every now and then when we’re compiling things that we’d like to discuss in an episode of the Financial Procast, we find 3 or 4 topics for discussion that have absolutely no relation at all to one another.

If you’ve never experienced this phenomenon, you’re in luck today!

Listen closely, comment freely and let us know what you think. One thing I know you’re going to walk away with is more knowledge about all four of the following than you ever though possible. Read More…

Proper Assumptions about Indexed Universal Life Insurance Income

Using indexed universal life insurance for retirement income comes with a certain degree of skill and responsibility that shouldn’t be overlooked. The liberty an agent or broker can exercise over assumed interest rates means that we need to seriously test our design and proposed ideas to ensure proper expectations as it relates to policy performance.

Unfortunately, this responsibility sometimes goes unchecked and a few bad eggs have presented and sold policies with lofty expectations that may one day become serious disappointments as it relates to the income producing capabilities of these products.

Remember–many people are looking to use indexed universal life insurance to create tax-free income at some point in the future by making use of policy loans.

Read More…

Breaking News: Northwestern Mutual Announces 2015 Dividend

The Northwestern Mutual Life Insurance Company announced its 2015 Dividend. Total dividends paid will increase by roughly $300 million to $5.5 billion and the dividend interest rate on whole life insurance Read More…